401(k) · DOL Form 5500 · 2023

Duckhorn Wine Company 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
476
Participants Below avg headcount
89th
Percentile by assets National rank
$149,877
Avg per participant Above avg balance/head
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Official DOL plan name: Duckhorn Wine Company 401(k) Plan · Sponsored by Duckhorn Wine Company · California · Manufacturing

$71M in assets, 476 participants

Duckhorn Wine Company's Duckhorn Wine Company 401(k) Plan reported $71M in total assets and 476 participants in its 2023 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,613 in Manufacturing (18,722 peers)

Where Duckhorn Wine Company 401(k) Plan sits by assets

Duckhorn Wine Company 401(k) Plan sits in the top quartile of all filed plans by assets, $71M for 476 participants (~$149,877/participant), up 14.8% in 2023.

#15,613
in Manufacturing (18,722 peers)
+14.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Duckhorn Wine Company 401(k) Plan's outsized position by total assets

Duckhorn Wine Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$71,341,626 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Duckhorn Wine Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duckhorn Wine Company 401(k) Plan sits mid-pack in the medium band (476 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Duckhorn Wine Company 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Duckhorn Wine Company 401(k) Plan end-of-year assets rose from $62M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Duckhorn Wine Company 401(k) Plan reported participants rose from 438 in the plan year 2022 filing to 476 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942345103 · Duckhorn Wine Company PY 2023 · 401(k)

Duckhorn Wine Company 401(k) Plan · $71M · 476 · 89th

  • PART $71M
  • TYPE 476
  • NET 89th
  • BOOK 401(k)
  • VS-ST near Grimco, Inc. 401(k) and Profit Sharing Plan
  • BOY ind #15613

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in California →

Duckhorn Wine Company 401(k) Plan in the asset neighbourhood

High Liner Foods (USA) 401(k) Savings PlanHigh Liner Foods (USA) 401(k…$71MYara North America 401(k) Savings PlanYara North America 401(k) Sa…$71MDuckhorn Wine Company 401(k) PlanDuckhorn Wine Company 401(k)…$71MGrimco, Inc. 401(k) and Profit Sharing PlanGrimco, Inc. 401(k) and Prof…$71MUltimus Fund Solutions, LLC Retirement & Profit Sharing PlanUltimus Fund Solutions, LLC …$71M
End-of-year total assets ($M) among Duckhorn Wine Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$71M
Net Income$9M
Employer EIN942345103
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Duckhorn Wine Company)

Sponsor-wide plan assets over time

All Duckhorn Wine Company plans reported in each filing year

Latest sponsor-wide plan assets
$83M 32.79091168403426% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.2M $82.5M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 438 $62M
2023 1 476 $71M
2024 1 476 $83M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Duckhorn Wine Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Duckhorn Wine Company 401(k) Plan, Total assets ($B): 0.071341626 · Participants: 476Duckhorn Wine Company 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Duckhorn Wine Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Duckhorn Wine Company 401(k) Plan side-by-side with 3 peers →

Duckhorn Wine Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Grimco, Inc. 401(k) and Profit Sharing Plan in MO ($71M); by covered participants it is Nourison Industries, Inc. 401(k) Profit Sharing Plan in NJ (476 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (476 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Duckhorn Wine Company 401(k) Plan assets move in 2023? ▼
Duckhorn Wine Company 401(k) Plan grew at a solid clip - up 14.8% during 2023, from $62M to $71M. Reported net income was $9M.
How have Duckhorn Wine Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duckhorn Wine Company's sponsor-wide assets grew 32.8%, from $62M to $83M.
Where does Duckhorn Wine Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Duckhorn Wine Company 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Duckhorn Wine Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grimco, Inc. 401(k) and Profit Sharing Plan in MO ($71M, 677 participants).
Which 401(k) plans cover a similar participant headcount to Duckhorn Wine Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nourison Industries, Inc. 401(k) Profit Sharing Plan in NJ (476 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942345103.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.